- Click “Contacts” located on the grey toolbar at the top of your page
- Click on the name of the contact you wish to set a follow-up with
- Under Manage Contact, find the “Follow Up” field.
- Type in the date followed by the time you plan to follow up.
- Click “Save” on the right under Take Action.
Scheduling a Follow-Up Print
Modified on: Fri, 14 Aug, 2020 at 12:18 PM
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